Latest Institutional Transactions on Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Dividend Income Fund (EVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.79KClosed |
$41.2K - $47.4K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-680Closed |
$15.6K - $18K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.48KClosed |
$34.1K - $39.2K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.91KClosed |
$43.8K - $50.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46KClosed |
$27K - $34.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.54KClosed |
$84.1K - $108K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.5KClosed |
$64.9K - $83K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-230Closed |
$4.33K - $4.76K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.04KNew |
$19.6K - $21.5K
|
1.04K
$24.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
271KNew |
$5.11M - $5.61M
|
271K
$6.48M
|
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-16.4KClosed |
$310K - $340K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-592Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-216Closed |
$4.07K - $4.47K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$41.4K - $45.5K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10.6KClosed |
$200K - $219K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-500Closed |
$9.42K - $10.3K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.23KClosed |
$23.2K - $25.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.02KClosed |
$15.8K - $22.4K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-610Closed |
$9.43K - $13.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
$15.5K - $21.8K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.98KClosed |
$30.6K - $43.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24.6KNew |
$380K - $537K
|
24.6K
$587K
|
|
|
Jul 15, 2020
Q2 2020
|
Avondale Wealth Management
|
SELL
|
- |
-2.15KClosed |
$33.2K - $46.9K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-7Closed |
$108 - $153
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Norway Savings Bank
|
SELL
|
- |
-550Closed |
$8.5K - $12K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 16, 2024
Q1 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-244Closed |
$3.05K - $6.45K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.3KClosed |
$141K - $299K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
SELL
|
- |
-8.4KClosed |
$105K - $222K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-9.85KClosed |
$123K - $260K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.19KClosed |
$14.9K - $31.5K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
New Square Capital LLC
|
SELL
|
- |
-1.42KClosed |
$17.7K - $37.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-689Closed |
$8.6K - $18.2K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.6KClosed |
$132K - $279K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-340Closed |
$4.24K - $8.99K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.55KClosed |
$19.3K - $41K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.75KNew |
$137K - $147K
|
5.75K
$137K
|
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-290Closed |
$6.91K - $7.42K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-190- 15.97% |
$4.53K - $4.86K
|
1K
$23.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-350Closed |
$8.34K - $8.96K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.69KNew |
$88K - $94.5K
|
3.69K
$88.1K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10KClosed |
$232K - $248K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.44KClosed |
$33.3K - $35.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Evoke Wealth, LLC
|
BUY
|
- |
1.1KNew |
$25.4K - $27.2K
|
1.1K
$26.1K
|
|
|
Nov 04, 2019
Q3 2019
|
Keybank National Association
|
SELL
|
- |
-13.2KClosed |
$307K - $328K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$34.8K - $37.2K
|
1.5K
$35.8K
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400Closed |
$9.28K - $9.92K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4KClosed |
$92.8K - $99.2K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-800Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-70Closed |
$1.62K - $1.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.09KClosed |
$24.1K - $26K
|
0
$0
|
|